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SFY vs. ACSI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SFY vs. ACSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Select 500 ETF (SFY) and American Customer Satisfaction ETF (ACSI). The values are adjusted to include any dividend payments, if applicable.

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SFY vs. ACSI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SFY
SoFi Select 500 ETF
-5.55%22.67%29.81%29.36%-22.84%28.03%24.52%13.38%
ACSI
American Customer Satisfaction ETF
-3.29%10.70%22.51%21.06%-20.93%23.33%22.93%8.45%

Returns By Period

In the year-to-date period, SFY achieves a -5.55% return, which is significantly lower than ACSI's -3.29% return.


SFY

1D
3.40%
1M
-5.04%
YTD
-5.55%
6M
-2.94%
1Y
23.73%
3Y*
21.40%
5Y*
12.62%
10Y*

ACSI

1D
2.22%
1M
-4.94%
YTD
-3.29%
6M
-2.09%
1Y
9.48%
3Y*
14.24%
5Y*
7.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SFY vs. ACSI - Expense Ratio Comparison

SFY has a 0.00% expense ratio, which is lower than ACSI's 0.66% expense ratio.


Return for Risk

SFY vs. ACSI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SFY
SFY Risk / Return Rank: 7474
Overall Rank
SFY Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
SFY Sortino Ratio Rank: 7171
Sortino Ratio Rank
SFY Omega Ratio Rank: 7171
Omega Ratio Rank
SFY Calmar Ratio Rank: 7878
Calmar Ratio Rank
SFY Martin Ratio Rank: 8080
Martin Ratio Rank

ACSI
ACSI Risk / Return Rank: 3838
Overall Rank
ACSI Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 3535
Sortino Ratio Rank
ACSI Omega Ratio Rank: 3535
Omega Ratio Rank
ACSI Calmar Ratio Rank: 4242
Calmar Ratio Rank
ACSI Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SFY vs. ACSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Select 500 ETF (SFY) and American Customer Satisfaction ETF (ACSI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SFYACSIDifference

Sharpe ratio

Return per unit of total volatility

1.14

0.61

+0.53

Sortino ratio

Return per unit of downside risk

1.71

0.98

+0.73

Omega ratio

Gain probability vs. loss probability

1.25

1.14

+0.12

Calmar ratio

Return relative to maximum drawdown

1.99

1.03

+0.96

Martin ratio

Return relative to average drawdown

8.29

4.19

+4.10

SFY vs. ACSI - Sharpe Ratio Comparison

The current SFY Sharpe Ratio is 1.14, which is higher than the ACSI Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of SFY and ACSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SFYACSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

0.61

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.45

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.68

+0.09

Correlation

The correlation between SFY and ACSI is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SFY vs. ACSI - Dividend Comparison

SFY's dividend yield for the trailing twelve months is around 1.02%, more than ACSI's 0.94% yield.


TTM2025202420232022202120202019201820172016
SFY
SoFi Select 500 ETF
1.02%0.96%0.99%1.40%1.61%0.90%1.18%1.02%0.00%0.00%0.00%
ACSI
American Customer Satisfaction ETF
0.94%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%

Drawdowns

SFY vs. ACSI - Drawdown Comparison

The maximum SFY drawdown since its inception was -33.25%, roughly equal to the maximum ACSI drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for SFY and ACSI.


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Drawdown Indicators


SFYACSIDifference

Max Drawdown

Largest peak-to-trough decline

-33.25%

-34.49%

+1.24%

Max Drawdown (1Y)

Largest decline over 1 year

-12.01%

-9.91%

-2.10%

Max Drawdown (5Y)

Largest decline over 5 years

-27.72%

-24.86%

-2.86%

Current Drawdown

Current decline from peak

-7.75%

-5.67%

-2.08%

Average Drawdown

Average peak-to-trough decline

-6.31%

-5.47%

-0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.89%

2.43%

+0.46%

Volatility

SFY vs. ACSI - Volatility Comparison

SoFi Select 500 ETF (SFY) has a higher volatility of 6.28% compared to American Customer Satisfaction ETF (ACSI) at 4.72%. This indicates that SFY's price experiences larger fluctuations and is considered to be riskier than ACSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SFYACSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

4.72%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

11.66%

8.54%

+3.12%

Volatility (1Y)

Calculated over the trailing 1-year period

20.97%

15.67%

+5.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.95%

16.66%

+2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.32%

17.50%

+2.82%